Pax World Small Cap Fund

Scorecard
4 / 5 Stars
Lipper
4 4 4 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.06 percent over the past year, 15.47 percent over the past three years, and 20.49 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.1%
1 Year 26.1%
3 Years (Annualized) 15.5%
5 Years (Annualized) 20.5%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance analysis in order to identify investments. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. The fund may invest up to 45% of its assets in securities of non-U.S. issuers, but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

Fees

Fees are Above Average compared to funds in the same category.
Pax World Small Cap Fund has an expense ratio of 1.24 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Pax World Funds